Walter Johnson High School DN-014516 - Enlighten567
(844) 567-7760

THE NEW TAX & FINANCIAL RULES HAVE CHANGED

Taxes in Retirement Seminar

Walter Johnson High School
6400 Rock Spring Dr, Bethesda, MD 20814

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(2200 reviews)

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Space is limited, so sign up today!
No Charge to Attend!

The New Tax & Financial Rules Have Changed – Are You Prepared?

According to Yahoo 64% of Americans Aren’t Prepared for Retirement – and 48% Don’t Care.

 

  • If you are retired or nearing retirement this event could help you understand the potential impact taxes have on your retirement income.
  • Our Financial Professionals explain current and accurate tax rules.
  • 700,000+ people nationwide helped.
  • Learn ways to harvest your income sources – Social Security*, 401(k)/IRA, other sources, or a combination of them all.
  • Potentially safeguard yourself from over-taxation.
  • Learn ways to implement a successful retirement tax strategy.

“A leading educational resource for those nearing retirement” –

What We Will Cover

  • The 2022 tax changes and how these could alter your retirement plan
  • How loss deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income

FAQs

Who is presenting?

 
The majority of our presenters are local professionals who come from a financial background (CPAs, financial professionals, attorneys and other knowledgeable professionals). Social Security benefits play an important role in your retirement income plan, along with your overall financial strategy. With Social Security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

Who is this for?

 
The information presented at our seminar can help those already retired, as well as anyone approaching retirement.

Is there a "sales" pitch?

 
No, our seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Taxes In Retirement 567 speaker during or after the seminar.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Taxes In Retirement 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.

By registering, you agree to our Privacy Policy.

Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.